Arctera™ Insight eDiscovery Help
- About Arctera Insight eDiscovery
- Getting started with Insight eDiscovery
- Insight eDiscovery roles
- Managing investigations
- About Investigations
- About Targeted Collections
- Adding targeted collection for Microsoft Teams
- Adding targeted collection for OneDrive for Business
- Adding targeted collection for Exchange Online
- Adding targeted collection for Enterprise Vault
- Adding targeted collection for data import
- Managing Insight Capture collectors from Insight eDiscovery
- Sending collected data to cases
- About Analytics Dashboard
- About Managed Accounts
- About Searches in investigation
- About Hit Highlighting
- Working with searched emails
- Working with searched collaboration messages
- Working with searched files
- Working with Advanced ECA searches
- Creating an Advanced ECA search
- Updating an Advanced ECA search
- Filtering an Advanced ECA search
- Applying tags to the Advanced ECA search items
- Applying labels to the Advanced ECA search items
- Exporting the Advanced ECA search items
- Exporting an Advanced ECA search summary report
- Reassigning emails from the Advanced ECA search
- Printing the selected Advanced ECA searched items
- Deleting an Advanced ECA search
- Creating archive sets during investigation
- About Mail Reassignment
- About labels
- About legal holds
- About Tags
- About search log
- About transcription of media attachments
- Managing cases
- About cases
- About case workflow summary: eDiscovery Administrator
- Creating case review statuses
- Creating cases
- Adding parent tags and their child tags
- Applying tags to the searched items in cases
- Removing tags of the searched items in cases
- Viewing case details
- Editing cases
- About searches in eDiscovery
- Managing case documents
- Managing redaction reasons
- Managing reviews
- About reviewing cases
- Reviewing emails
- Accessing emails for review
- Searching for the exact Insight Surveillance item for review
- Applying tags to emails
- Exporting emails
- Exporting a search summary report for emails
- Adding notes to emails
- Applying review status to emails
- Viewing audit history of emails
- Printing emails
- Restoring emails
- Forwarding emails
- Reviewing collaboration messages
- Accessing collaboration messages for review
- Applying tags to collaboration messages
- Applying legal hold to collaboration messages
- Applying and removing review status to collaboration message
- Exporting collaboration messages
- Exporting a search summary report for collaboration messages
- Adding notes to collaborative messages
- Viewing audit history of collaboration messages
- Printing MS Teams messages to PDF during eDiscovery
- Reviewing files
- Annotating and redacting email and file content in native viewer
- Managing production sets
- Annotating and redacting content in native viewer
- Managing exports
- Collaborative reports
- Insight eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Performing Advanced Search and Query Search
- Search syntax for Advanced Search
- About stop words and special characters
- About Hit-highlighting and navigating to searched terms
- Phrase searches
- Boolean operator searches
- Wildcard searches
- Proximity searches
- Double-byte character set searches
- About enhanced searches in Japanese
- Searchable attachment types
- Search examples and tips
- Methods for searching tables and reports
- Insight eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Insight eDiscovery updates in previous releases
Signing in to Insight eDiscovery
When your company signs up for Insight eDiscovery, you are provided with a user name and password. With these credentials, you can log on to Insight eDiscovery and start using the features that you have the permissions to access.
Note:
Insight eDiscovery users should exercise caution when accessing their accounts from public computers, to maintain the confidentiality of company emails. This note applies especially for administrators and reviewers.
Note:
If your company signed up for Insight eDiscovery and you have not received your credentials, contact your administrator.
To log on to Insight eDiscovery
- Navigate to your Insight eDiscovery URL.
- Enter your username or DOMAIN\username and password.
If you have problems accessing your account, check with your administrator first. If you continue to have difficulty logging on, contact your Technical Support Staff through your administrator.
- Select a Security option.
Refer to the following table for more information:
This is a public or shared computer
Prompts you for your user name and password each time you access the logon screen, and logs you out after 20 minutes of inactivity.
Default option selected
This is a private computer
Your credentials are stored in your browser's local profile cache for three months, letting you bypass the logon screen after your initial successful logon.
You can clear this setting by logging out of Insight eDiscovery.
- Click Sign In.
- If the multi-factor authentication (MFA) is enabled for you, the OTP field appears on the authentication screen.
This email-based authentication and the Time-based One Time Password (TOTP) authentication enhances the access and data security of Management Console. Administrators have the permission to enable or disable multi-factor authentication at the user and tenant level.
If the email-based authentication (EML) is enabled for you, a one-time password (OTP) is sent to your registered email address for authentication and access to the application. This OTP remains valid for 5 minutes from the time of receiving the email.
Manually enter the OTP on the authentication screen within 5 minutes. Copy-pasting the OTP is not allowed. If you fail to provide OTP within 5 minutes of receiving it, the application displays a message that the OTP has expired. To obtain a new OTP, click Resend OTP. The application sends a new OTP.
If the Time-based One Time Password authentication (TOTP) is enabled for you, the application redirects you to an Authenticator Setup page as shown in the sample image below.
Scan the QR Code using the Google or Microsoft Authenticator app on your mobile phone at the time of your first login
Configure the Authenticator app on your mobile phone.
Click Continue to get a time-based OTP in the Authenticator app.
Enter that OTP in the OTP field of the Authentication page, and click Continue.
If you have previously created an account for same user, please remove that entry and attempt to complete the setup again.
To install the Microsoft Authenticator app on your phone
- While installing the app, if prompted, allow notifications about the app.
- Upon installation, open the app and click the plus (+) icon at top and select Work or School account or Other account.
- Add your work account by using any of the following methods:
Use the installed authenticator app to scan the QR Code provided on the authentication page of Arctera Insight Archiving application.
Sign in with your application credentials and follow the screen instructions.
Upon successful scanning or signing in, your account gets connected to Microsoft Authenticator.
To install the Google Authenticator app on your phone
- While installing the app, if prompted, allow notifications about the app.
- Upon installation, log in with your Google account credentials. Scroll down and click the plus (+) icon.
- Scan the QR Code with the Google Authenticator app. Your account gets connected to the Google Authenticator app.
If you accidently remove the account from authenticator app or misplace the device on which the app is installed, you can contact your administrator to request for resetting the Authenticator device for you.
Upon successful sign-in, the window appears, presenting the latest release updates for Arctera Insight Management Console, Insight eDiscovery, Insight Personal Archive, Arctera Insight Capture, and Arctera Insight Surveillance as shown in the sample image below.
To temporarily hide this window, click .
To access this window later, click the profile icon and choose .
To permanently hide this window, click . Subsequently, upon next login, this window will no longer appear. To enable its visibility, contact your system administrator. However, it will reappear automatically with the next release updates.
To read the complete release notes document, click .